The Information's TITV

The Information
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The Information’s TITV is first in tech news and analysis from the people that break and shape the story. The rest is just commentary. Watch every weekday at 10 am PT/ 1 pm ET on The Information.com/titv, App, YouTube, X—and on demand wherever you get your podcasts.

  1. 1 g fa

    Anthropic’s ‘First Lady’ Cami Clark, OpenAI CRO Exit After 8 Months, Lovable’s $13.3B Valuation

    In this week’s Editor’s Cut, The Information’s Jason Dean & Laura Mandaro discuss OpenAI CRO Denise Dresser’s departure after eight months. We also talk with Lovable CEO Anton Osika about their $400M raise at a $13.3B valuation, Dropbox co-CEO Ashraf Alkarmi about returning to growth with AI search, and Coursera CEO Greg Hart about their $100M bet on LearnVector, and we get into the secret influence of Anthropic CEO Dario Amodei’s wife, Cami Clark, with reporters Cory Weinberg and Jemima McEvoy. Articles discussed on this episode:  https://www.theinformation.com/articles/anthropics-first-lady-took-winding-road-top Subscribe:  YouTube: https://www.youtube.com/@theinformation  The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - OpenAI CRO Denise Dresser Exits After 8 Months 13:48 - Lovable CEO Anton Osika on $13.3B Valuation & Vibe Coding 20:30 - Dropbox Co-CEO Ashraf Alkarmi on AI Search & Growth 30:20 - Coursera CEO Greg Hart on $100M Bet on AI Startup LearnVector 40:32 - Inside the Life of Cami Clark, Wife of Anthropic CEO Dario Amodei

  2. 2 gg fa

    Robinhood CFO Debuts Second Public Venture Fund, WRITER’s New AI Model, Neolab Compute Crunch

    Robinhood CFO Shiv Verma talks with TITV Host Akash Pasricha about Robinhood’s new publicly traded venture fund vehicle. We also talk with Jefferies Senior Analyst Brent Thill about CoreWeave and Nebius’s booming earnings, WRITER CEO May Habib about enterprise AI economics and their new model, and we get into the startup compute crunch with our reporter Rocket Drew. Articles discussed on this episode:  https://www.theinformation.com/newsletters/ai-agenda/ai-compute-crunch-hitting-neolabs-especially-hard Subscribe:  YouTube: https://www.youtube.com/@theinformation  The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Robinhood Debuts Second Public Venture Fund 06:06 - CoreWeave & Nebius Cash In on Soaring AI Compute Prices 15:45 - WRITER Releases Flagship AI Model 'Palmyra X6' 27:59 - Why the AI Compute Crunch is Hitting Neolabs Hard

  3. 3 gg fa

    Inside Kalshi’s $4B+ in Annualized Revenue, Chip Infrastructure Startup Eliyan Hits Unicorn Status

    Crypto reporter Yueqi Yang talks with TITV Host Akash Pasricha about Kalshi topping $4B in annualized revenue and seeking a $40B valuation. We also talk with Eliyan co-founders Ramin Farjadrad and Patrick Sohelli about AI chiplet interconnects and competing with Broadcom, Leo Schwartz about David Sacks returning to Craft Ventures to target a new $1B fund, and we get into the USDA trimming its Salesforce footprint for C3 AI with Laura Bratton. Articles discussed on this episode:  https://www.theinformation.com/articles/kalshi-tops-4-billion-annualized-revenue-seeks-40-billion-valuation https://www.theinformation.com/articles/sacks-craft-targets-1-billion-first-fund-since-white-house-stint Subscribe:  YouTube: https://www.youtube.com/@theinformation  The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Kalshi Tops $4B In Annualized Revenue, Seeks $40B Valuation 08:59 - Chip Infrastructure Startup Eliyan Hits Unicorn Status 19:38 - Sacks’ Craft Targets $1B For First Fund Since White House 25:35 - USDA Taps C3 AI to Trim Salesforce Footprint

  4. 4 gg fa

    Exclusive: OnlyFans Investor James Sagan Sits Down with The Information’s CEO Jessica Lessin

    OnlyFans Investor & CEO of Architect Capital's James Sagan sits down with The Information’s CEO and Editor-in-Chief Jessica Lessin for an exclusive interview about his 16% stake in platform, AI and more.  The Information’s Phoebe Liu talks to TITV Host Akash Pasricha about Nvidia’s new Nemotron 3.5 Lightning open-source model release, Menlo Ventures’ Matt Murphy about the VC landscape as Anthropic heads toward an IPO, and we get into the software sector’s M&A environment with KeyBanc Capital Markets’ Jackson Ader. Articles discussed on this episode:  https://www.theinformation.com/articles/onlyfans-new-investor-reveals-financials-ipo-ambitions-rare-interview https://www.theinformation.com/articles/nvidia-trying-develop-worlds-best-open-source-ai-models Subscribe:  YouTube: https://www.youtube.com/@theinformation  The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 00:01 - Architect Capital Takes 16% Stake in OnlyFans 00:29 - Nvidia Debuts Nemotron 3.5 Lightning 00:38 - Menlo Ventures Raises $3B for AI 00:49 - State of Software: SaaS M&A and Salesforce Shakeup

  5. 5 gg fa

    SpaceX Nears $60B Cursor Acquisition, Meta’s Open Source Model Family, Microsoft’s AI Chip Ramp Up

    Amp Co-Founder and CEO Quinn Slack talks with guest TITV Host Stephanie Palazzolo about Meta’s return to open-source AI models. We also talk with The Information’s Grace Kay about SpaceX closing its $60B acquisition of Cursor, Aaron Holmes about Microsoft ramping production of homegrown AI chips, and Catherine Perloff about AWS telling engineers to cut CPU waste. Articles discussed on this episode:  https://www.theinformation.com/articles/microsofts-homegrown-ai-chip-effort-shows-signs-life-slow-start https://www.theinformation.com/articles/cursor-maps-branding-changes-spacex-acquisition-nears https://www.theinformation.com/articles/aws-tells-engineers-cut-cpu-waste-amid-crunch Subscribe:  YouTube: https://www.youtube.com/@theinformation  The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 02:08 - SpaceX Nears $60B Acquisition of Cursor 06:55 - Meta Bets Big on Open-Source Models 20:25 - Microsoft Ramps Up Homegrown AI Chips 28:45 - AWS Tells Engineers to Cut CPU Waste

  6. 7 ago

    Lyft CEO on Strong Growth & Autonomous Vehicles, How Dario Amodei Stirred Up Silicon Valley

    Lyft CEO David Risher talks with guest TITV Host Stephanie Palazzolo about Lyft’s strong demand, autonomous vehicle partnerships and global expansion. We also talk with Senior Reporter Cory Weinberg about Anthropic CEO Dario Amodei and Canva's AI growth speed bumps, and we get into ByteDance's AI model strategy with Juro Osawa. Lastly, we speak to Co-Executive Editor Martin Peers about Warner Bros. Discovery’s drop in revenue and the Paramount-WBD merger facing government scrutiny.  Articles discussed on this episode:  https://www.theinformation.com/newsletters/the-briefing/softbanks-openai-backed-loan-highlights-risks-financing-strategy https://www.theinformation.com/articles/canva-hits-ai-speedbump-costs-chatgpt-competition https://www.theinformation.com/articles/dario-amodei-spread-anthropics-religion-stirred-silicon-valley Subscribe:  YouTube: https://www.youtube.com/@theinformation  The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 02:01 - Lyft CEO David Risher on AV Partnerships & Q2 Earnings 18:05 - Inside Dario Amodei’s Rise & Anthropic’s High-Stakes AI Race 31:01 - Canva’s Growth Slowdown & The AI Model Inference Cost Dilemma 35:26 - ByteDance Founder Bans AI Distillation to Avoid Washington Scrutiny 38:13 - Editor’s Cut: WBD-Paramount Merger Scrutiny & SoftBank’s OpenAI Financing Risks

  7. 6 ago

    Google’s AI Shakeup, Nvidia Weighs Putting Less Memory in Rubin Chips, Meta’s New AI Coding Tools

    Nvidia Reporter Phoebe Liu talks with guest TITV Host Stephanie Palazzolo about Nvidia's proposed solution to the high-bandwidth memory crunch for its next-generation Rubin chips. We also talk with Creative Strategies' Max Weinbach about Meta's new Muse Code agent and Muse Spark 1.2 model, The Information's Co-Executive Editor Martin Peers about Google DeepMind's executive shakeup and what it signals for Alphabet's future leadership, and Radical Ventures Partner Rob Toews about backing Discovery Loop, the new AI scientific research startup founded by Google's former chief scientist Jeff Dean. Articles discussed on this episode:  https://www.theinformation.com/articles/dario-amodei-spread-anthropics-religion-stirred-silicon-valley https://www.theinformation.com/articles/nvidia-weighs-radical-idea-less-rubin-ultra-chip-memory Subscribe:  YouTube: https://www.youtube.com/@theinformation  The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 00:01 - Nvidia Weighs Putting Less Memory in Rubin Chips 00:09 - Meta Debuts New AI Coding Tools 00:20 - What Google’s AI Shakeup Means for Pichai Succession 00:30 - Radical Ventures Backs AI Startup Founded by Ex-Google Leaders

  8. 5 ago

    SpaceX’s $7.8B Q2 Revenue, AMD Stock Falls Despite 50% Revenue Growth, China’s New AI Gold Rush

    TMF Associates President Tim Farrar talks with guest TITV Host Stephanie Palazzolo about SpaceX’s first-ever earnings report, Elon Musk’s ambitious revenue claims, and the fight with telcos over Starlink Mobile. We also talk with BEP Research Founder & CEO Ben Pouladian about why AMD stock fell despite 50% revenue growth and if they can close the gap with Nvidia, and we get into China’s new AI startup gold rush around "world models" with The Information's Juro Osawa and Asia Bureau Chief Jing Yang. Articles discussed on this episode:  https://www.theinformation.com/newsletters/the-briefing/spacex-reports-lots-red-ink-makes-big-promises https://www.theinformation.com/articles/chinas-new-ai-gold-rush-world-models Subscribe:  YouTube: https://www.youtube.com/@theinformation  The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - SpaceX First Earnings Report & Starlink Mobile Ambitions 15:31 - AMD Drops After Earnings Despite 50% Revenue Growth 27:10 - China’s New AI Gold Rush: World Models

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Descrizione

The Information’s TITV is first in tech news and analysis from the people that break and shape the story. The rest is just commentary. Watch every weekday at 10 am PT/ 1 pm ET on The Information.com/titv, App, YouTube, X—and on demand wherever you get your podcasts.

Informazioni

  • Creatore
    The Information
  • Anni di attività
    2015 - 2026
  • Puntate
    380
  • Classificazione
    Contenuti adatti a tutti
  • Copyright
    © The Information
  • Sito web del podcast
    The Information's TITV

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